SC

Slow Capital Portfolio holdings

AUM $851M
1-Year Est. Return 32.13%
This Quarter Est. Return
1 Year Est. Return
+32.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$529M
AUM Growth
+$68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$7.12M
3
+$5.01M
4
IXN icon
iShares Global Tech ETF
IXN
+$1.97M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.3M

Top Sells

1
+$4.08M
2
+$3.05M
3
+$1.76M
4
KO icon
Coca-Cola
KO
+$1.37M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$1.32M

Sector Composition

1 Technology 24.21%
2 Consumer Discretionary 12.6%
3 Healthcare 10.58%
4 Communication Services 7.61%
5 Financials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.45M 0.84%
7,290
+157
27
$4.38M 0.83%
15,759
+401
28
$4.27M 0.81%
90,825
+11,799
29
$4.18M 0.79%
17,170
+2,249
30
$4.15M 0.79%
15,239
-592
31
$4.14M 0.78%
24,129
+7,576
32
$4.08M 0.77%
8,096
+915
33
$4.08M 0.77%
47,961
+5,996
34
$3.96M 0.75%
48,985
+16,086
35
$3.9M 0.74%
14,428
+358
36
$3.89M 0.73%
24,701
+2,336
37
$3.88M 0.73%
13,285
+342
38
$3.82M 0.72%
10,558
+1,315
39
$3.81M 0.72%
31,888
+10,599
40
$3.72M 0.7%
55,180
+6,196
41
$3.71M 0.7%
28,407
+1,966
42
$3.68M 0.7%
11,572
-439
43
$3.67M 0.69%
6,296
+29
44
$3.66M 0.69%
22,017
+2,065
45
$3.6M 0.68%
18,698
+1,854
46
$3.58M 0.68%
43,616
+2,585
47
$3.57M 0.68%
20,331
+2,503
48
$3.48M 0.66%
9,608
+1,022
49
$3.48M 0.66%
17,930
-602
50
$3.4M 0.64%
39,285
+13,783
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